The Role 

Our client, a well-established law firm in Naples, FL, is seeking an experienced Trusts & Estates Paralegal to support their estate and trust administration practice. This is a fully onsite role working on high-net-worth estate matters, Florida probate, trust settlement, and related federal transfer tax filings. 

What You’ll Do 

• Manage estate and trust administration from asset collection through final distribution 
• Prepare inventories, schedules, and accountings using information from multiple sources 
• Draft probate pleadings and fiduciary documents for attorney review and Florida e- filing 
• Assist with preparation of Forms 706, 709, and 1041 
• Track deadlines and proactively manage case schedules 
• Serve as a liaison between attorneys, clients, and beneficiary families
• Use legal and tax software platforms to organize and streamline filings 
• Proofread and edit all work for accuracy and compliance 

Must-Haves (Required to Submit) 

• 5+ years Florida estate and trust administration experience 
• Hands-on experience with Forms 706, 709, and 1041 
• Knowledge of Florida probate procedures and e-filing systems 
• Formal paralegal training (certificate, associate’s degree, or equivalent) 
• Proficiency in Microsoft Office 
• Salary requirements provided 
• Authorized to work in the United States 
• No sponsorship required now or in the future